SFE Investment Counsel’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
684
-126
| -16% | -$44.8K | 0.04% | 129 |
|
|
2025
Q1 | $284K | Buy |
810
+139
| +21% | +$48.7K | 0.06% | 123 |
|
|
2024
Q4 | $212K | Buy |
+671
| New | +$212K | 0.05% | 108 |
|
|
2024
Q3 | – | Sell |
-883
| Closed | -$232K | – | 120 |
|
|
2024
Q2 | $232K | Buy |
883
+10
| +1% | +$2.63K | 0.05% | 115 |
|
|
2024
Q1 | $244K | Buy |
+873
| New | +$244K | 0.06% | 115 |
|
|
2020
Q4 | – | Sell |
-1,037
| Closed | -$207K | – | 113 |
|
|
2020
Q3 | $207K | Buy |
+1,037
| New | +$207K | 0.08% | 106 |
|